Creating a Multi-State Return in Lacerte

To create a multi-state client file in the Individual module:

1. Go to Screen 1, Client Information.
2. Locate the Resident Status section.
3. Select the Resident State as of 12/31 from the drop down menu.
4. Check the box Full Year Resident? (if applicable).
5. Check the box Multi-State Return?.
6. Select the State.
7. Click OK.
8. Click on Add from the left navigation panel to add additional state (if applicable). 
9. Select the State.
10. Click OK.
11. Repeat Steps 8-10 for each additional state.

To create a multi-state client file in the Business modules:

1. Go to Screen 1, Client Information.
2. Scroll down to the State Information section.
3. Check the box Multi-State Return?.
4. Select the State.
5. Click OK.
6. Click on Add from the left navigation panel to add additional state (if applicable). 
7. Select the State.
8. Click OK.
9. Repeat Steps 6-8 for each additional state.

To create a multi-state client file in the Fiduciary modules:

1. Go to Screen 1, Client Information.
2. Scroll down to the State Information section.
3. Check the box Multi-State/ Non Resident Beneficiary?.
4. Select the Resident State as of 12/31 from the drop down menu.
5. Check the box Trust (or Estate) is Full Year Resident? (if applicable).
6. Click on Add from the left navigation panel. 
7. Select the State.
8. Click OK.
9. Repeat Steps 6-8 for each additional state.

Related topics:

• How to allocate amounts on a multi-state individual return (Form 1040)
• Preparing Partnership, S-Corporate and Corporate multi-state returns in Lacerte